Insurance

Navigating your legal services benefits at U of M

Take Advantage of Your Legal Services Benefit

By Melissa Joy, CFP®, CDFA® / October 28, 2024

Your benefits package includes perks that you may not even know about. 😮 Are you familiar with the legal services benefits available to you at U of M? 💼 This […]

Do you know your U of M life insurance options?

Time to Review Your Life Insurance

By Melissa Joy, CFP®, CDFA® / October 21, 2024

Have you reviewed your life insurance recently? ⏳ It’s easy to overlook, but making sure you have the right amount of coverage is crucial. 🛠️ University of Michigan employees can […]

transfer on death agreements with alexa kane

Simplify Your Estate Planning with a Transfer on Death (TOD) Agreement

By Alexa Kane, CFP®, CDFA® / October 10, 2024

We often talk about naming beneficiaries for IRAs, 401(k)s, and 403(b)s, but what about your taxable investment accounts? A Transfer on Death (TOD) agreement is an easy solution to […]

Optimize your benefits during U of M open enrollment

Maximize Your Benefit Options This Year

By Melissa Joy, CFP®, CDFA® / September 30, 2024

Are you getting the most out of your University of Michigan benefits? Do you know enough about your options to make informed decisions? If you missed our recent webinar, you […]

Health Insurance Options For Retirement

By Melissa Joy, CFP®, CDFA® / August 19, 2024

Dreaming of retiring in your 50s? Walking away from your company’s health insurance can be a major roadblock ⛔️. Finding the right health insurance can be a scary proposition because […]

Why Reviewing Your Beneficiaries Matters

By Melissa Joy, CFP®, CDFA® / July 30, 2024

As you plan for your financial future, you’ve likely considered various aspects such as savings, investments, and insurance. However, one crucial yet often overlooked aspect of financial planning is reviewing […]